Locate Advisor - Fusion Advisor

		Join us for a Webinar

		Introducing Wealth Portal™ from Fusion Advisor, a robust technology solution that addresses the broadest range of account aggregation and management needs, while helping to build a stronger brand for your business. Wealth Portal provides all the power and flexibility of enterprise-scale account aggregation solutions, in an affordable, easy-to-use, custom-branded package designed specifically for today's independent financial advisor. Title: Fusion Advisor Wealth Portal Overview Date: Tuesday’s Time:10:30 AM – 11:30 AM PDT System Requirements PC-Based attendees Required: Windows®2000, XP Home, XP Pro, 2003 Server Macintosh® Based attendees Required: Mac OS® X 10.3.9 (Panther®) or newer

“Thank you so much, I thought I was managing all my clients’ assets. After we were done with the wealth portal I uncovered an additional 6 million-He said, he just didn’t think about it, and I transferred those accounts to me right away!! I am sure this is only the beginning. Thanks D.L.

“I appreciate your help in the transition. Becoming independent was a huge decision, and I anticipated my clients would be fearful, but starting on the wealth portal before the move really helped. My clients always knew where the money was from one firm to another and it was a great transition; I even charge more for financial planning now.”
All the best-J.M.